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Wingate Wealth Advisors’s PubMatic PUBM Stock Holding History

Wingate Wealth Advisors’s Portfolio PUBM Stock Details PUBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-200
Closed -$2.94K – 337
2024
Q4 		$2.94K Buy
+200
New +$3.1K ﹤0.01% 412

Other funds holding PUBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GHC
Graham Holdings Company Arlington, Virginia $967M AUM 15.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Wingate Wealth Advisors's PUBM Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of PubMatic (PUBM) in Q1 2025, closing a stake of 200 shares — an estimated $2.94K sold.

Wingate Wealth Advisors first reported a position in PUBM in Q4 2024 and held it in 1 quarter. The position peaked at $2.94K in Q4 2024. 157 funds tracked by Wall St. Rank hold PUBM as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining PubMatic position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 200 PubMatic shares in Q1 2025, an estimated $2.94K.
  • Wingate Wealth Advisors first reported a position in PubMatic in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's PubMatic position peaked at $2.94K in Q4 2024.
  • 157 funds tracked by Wall St. Rank held PubMatic as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.